Tax Assistant Manager, IRI

KPMG International Cooperative

Tax Assistant Manager, IRI

Salary Not Specified

KPMG International Cooperative, Leeds

  • Full time
  • Permanent
  • Remote working

Posted 2 weeks ago, 16 May | Get your application in now before you miss out!

Closing date: Closing date not specified

job Ref: 491bc8fce7ed41d0913961df6fd924c9

Full Job Description

  • Manage and work with engagement teams to develop claim methodologies and prepare R&D tax relief claims for submission to HMRC. Taking responsibility and accountability for your own, and your team's work.

  • Lead meetings with the senior technical and financial client stakeholders; and provide expert advice in relation to innovation advisory services (R&D, Patent Box, Grant Applications).

  • Prepare and/or manage the process for preparing both the technical and financial elements of our client deliverables. This will include reports documenting the work being undertaken by our clients within technically complex science/engineering projects for submission to HMRC/ Funding Organisations; and working with KPMG tax/costing colleagues and client staff to ensure correct quantification of R&D claims.

  • Manage client projects across both tax and technical work streams; and manage conflicting resourcing requirements between projects.

  • Leading by example in terms of client relationships, technical quality, and service delivery.

  • Manage projects; and solving problems by advising our clients in the application of complex legislation to real life situations.

  • Manage people including coaching and developing junior staff.

  • Liaise with HMRC specialists to facilitate the agreement of R&D claims.

  • Help to establish and maintain strong client relationships with both existing and new clients.

  • Build an internal network within the wider tax practice of the firm.

  • Assist in progressing business development opportunities and to pitch for work with both new and existing clients.

  • Deliver comprehensive proposals and taking part in presentations/ pitches as required., With 20 sites across the UK, we can potentially facilitate office work, working from home, flexible hours, and part-time options. If you have a need for flexibility, please register and discuss this with our team.

    Honours/ Post Graduate Degree in Engineering, Physical Sciences or other related discipline. Having experience of having worked in the information technology industry would be advantageous.

  • Has a detailed working knowledge of the R&D tax legislation, and its application to science/engineering activities; or alternatively, significant industry experience in a field of science/technology and ability to rapidly grasp new technical concepts.

  • Must be able to understand key tax / costing concepts relevant to R&D claim preparation, as well as the capability to work within cross-disciplinary teams.

  • Must have excellent problem-solving skills and critical thinking to assist our clients in applying complex legislation to real life situations.

  • Excellent communication skills are a must. For example, you must be able to lead technical discussions and explain complex legislative concepts to scientists/engineers in industry who have no prior experience of the tax definition of R&D.

  • Must be capable of producing high quality, professional documentation and reports for C-suite stakeholders within our clients.

  • Must be able to demonstrate project management skills and an ability to manage own workload well, as well as delegating to staff members., Tax and accounting qualifications are not essential for this role, but would be welcome (e.g. CTA / ACA / ACCA qualified (or equivalent)).

    The KPMG Incentives, Reliefs & Innovations team is a cornerstone of our business. Operating from Newcastle, Leeds or Manchester we do work that matters, serving the region with diligence and expertise.


  • KPMG is one of the world's largest and most respected consultancy businesses. We've supported the UK through times of war and peace, prosperity and recession, political and regulatory upheaval. We've proudly stood beside the institutions and businesses which make the UK what it is.

    We are a network of specialists with a proven track record in Incentives, Reliefs & Innovations who can offer a forward-thinking working environment with a supportive structure and management team. We collaborate with organisations of all shapes and sizes across a broad range of tax solutions.

    Why Join KPMG as a Tax Assistant Manager

    KPMG's national Incentives, Reliefs & Innovations team is made up of tax, engineering, science, and technology specialists delivering expert advice to a broad range of clients across almost every industry sector. As one of the largest teams in the industry, our continued investment in innovation advisory means that we seek engineers and scientist to join us on the next exciting phase of our growth.

    Our team works with clients from owner managed business, to large multinational organisation, and we are looking for a Manager with a strong scientific/ engineering background to assist clients across a suite of innovation advisory services including R&D tax credits, Patent Box, R&D Allowances, Grants and Innovation Advisory services.

    The Claims and Incentives team are part of our wider Corporate Tax department. They help our clients to secure cash tax savings through government sponsored tax reliefs and incentives. The team is made up of Fixed Asset Tax Services ("FATS") and Innovation Reliefs & Incentives ("IRI") and supports clients who incur expenditure on fixed assets and carry out innovative activities. The FATS team is made up of tax advisers, accountants and surveyors and reviews fixed asset costs such as expenditure incurred on the construction of property to enhance and accelerate the available tax relief wherever possible. They also help clients on their processes to capture data in relation to fixed assets and have developed technology tools to assist with this process.

    Within IRI, staff work with clients to help them claim tax incentives for innovation. The IRI team works with companies of all sizes from almost every sector of the economy to identify their qualifying R&D activity, quantify it and help them obtain their R&D incentives, as well as working with clients to best leverage the Patent Box regime. The team consists of staff with a wide variety of skill sets all working together, from technical specialist including scientists, engineers, and IT experts to fully qualified accountants and tax advisers. The teams are spread over the UK to best meet our clients' needs and the national team all work together as one unit.